St. James's Place Wealth Management Plc

Date authorised
1 April 2013
Companies House
04113955
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    St. James's Place House
    1 Tetbury Road
    Cirencester
    Gloucestershire
    GL7 1FP
    UNITED KINGDOM
    Phone
    +4401285640302
    Web
    https://www.sjp.co.uk

  • Complaints Contact

    St. James's Place House
    1 Tetbury Road
    Cirencester
    Gloucestershire
    GL7 1FP
    UNITED KINGDOM
    Phone
    +441285878201

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • P2P Lending Advice

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity.

  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Anthony Gerard Kennedy

    IRN AGK01045

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 24 Apr 2018)
    • CF30 Customer (since 19 Nov 2010)
    • CF4 Partner (AR) (6 Nov 2017 to 21 May 2018)
    • CF1 Director (AR) (19 Nov 2010 to 17 Jan 2018)
  • Anthony Glyn Hopkins

    IRN AGH00013

    • CF21 Investment Adviser (1 Dec 2001 to 31 Mar 2004)
  • Anthony Harry Rose

    IRN AHR00010

    • CF30 Customer (1 Nov 2007 to 1 May 2015)
    • CF21 Investment Adviser (31 Aug 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (4 May 2004 to 31 Aug 2004)
    • CF7 Sole Trader (AR) (4 May 2004 to 19 Dec 2005)
  • Anthony Herbert Drake

    IRN AHD00015

    • CF21 Investment Adviser (11 Apr 2003 to 27 Jun 2003)
    • CF22 Investment Adviser (Trainee) (13 Jun 2002 to 11 Apr 2003)
  • Anthony Holttum Rule

    IRN AHR00002

    • CF1 Director (AR) (since 25 Sep 2025)
  • Anthony James Blanchard

    IRN AJB01301

    • CF30 Customer (11 Mar 2026 to 19 Mar 2026)
  • Anthony James Boxford

    IRN AJB00071

    • CF21 Investment Adviser (1 Dec 2001 to 18 Oct 2002)
  • Anthony James Durant

    IRN AJD00121

    • CF1 Director (AR) (17 Oct 2008 to 6 Nov 2008)
  • Anthony James Parker

    IRN AXP03015

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 4 Nov 2025)
    • Appointed representative dealing with clients for which they require qualification (since 14 Jul 2025)
  • Anthony James Smith

    IRN AJS00028

    • CF21 Investment Adviser (1 Dec 2001 to 8 Dec 2003)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.